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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,701 | $209,428-80.6% | $178,498-77.2% | $158,950-74.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.57% | 188.78%-169.2pp | 151.09%-131.5pp | 302.91%-283.3pp |
| Employer contribution / active EE | $5,803 | $5,707+1.7% | $5,011+15.8% | $4,762+21.9% |
| Participant deferral / active EE | $5,546 | $5,955-6.9% | $5,202+6.6% | $5,983-7.3% |
| Admin fee / account holder | $1,515 | $17,077-91.1% | $13,985-89.2% | $11,248-86.5% |